Schedules

"What types of schedules are there?" 

There's five different types of pay schedules: 

1. First, weekly. 
2. Bi-weekly. 
3. Semi-monthly. 
4. Monthly. 
5. And finally, once only. 

1. Weekly schedules allow your people to have their pay period end on the same day of every week. You're free to select any day of the week that you'd like their pay period to end on. Weekly is popular as it also means your people get paid every week. This creates an easy to remember routine of paydays. 

1. Bi-weekly schedules means each pay period lasts exactly two weeks. Bi-weekly is popular because you also get an easy to remember routine of paydays, but with half the effort of weekly. 

1. Four-weekly schedules means each pay period lasts exactly four weeks. Four-weekly is popular because you also get an easy to remember routine of paydays, but with half the effort of bi-weekly. 

1. Semi-monthly schedules means you have two pay periods a month, each ending on two different days of your choice. You can pick any two days you like. A popular choice is the first and 15th of the month. Others like to set the 15th and 30th. All this, and more, is possible with semi-monthly. On unusual months like February, which ends on the 28th, 1st Money still correctly ends your pay period the way you'd expect. 

1. Monthly schedules create a pay period that ends on the same date of each month. You're free to pick any date in the month that you'd like as your date period ended. Again, irregular month ending dates like February work just fine. 

1. And finally, the last option is once only schedules. Once only is useful if your organization is switching from one pay period type to another, like moving from bi-weekly to semi-monthly pay periods. Once only pay periods are easy to set up, but not used very often. To learn more, watch the video on: Bridging from one pay schedule to another 

"How do I change how often my schedule recurs?" 

Please note...

Please note, once the schedule's got paid paystubs, a "Schedule locked" message shows, and its settings can't be changed anymore. In this case, to change payday settings, you'll probably want to bridge over to another schedule. 

To learn more: 

• About bridging schedules, watch the video on: Bridging from one pay schedule to another 

To change how often your people get paid: 

1. First, select the pay batch on: Menu > Pay batches 
2. Then click: Settings > Pay batch settings 
3. Then beside Payday due, click the "Edit" button:  
4. Currently, the Pay period recurs every two weeks. 
5. Next, change it to weekly, ending every Friday. 
6. Then click: Save 
7. And finally, if you go back onto the 12 month calendar, the pay periods now recur every week. 

And that's it! That's all you need to do to change your pay schedule! 

"How do I set the delay between the end of a pay period and the date people are paid?" 

To setting a payday's dates: 

1. First, select the pay batch on: Menu > Pay batches 
2. Then click: Settings > Pay batch settings 
3. Then beside Payday due, click the "Edit" button:  
4. Currently, the payday is 7 days after the end of each pay period. So the calendar shows a period ending on the 15th, gets paid on the 22nd. 
5. Next, go back and change it. 
6. Then click: Save 
7. If you go back to the 12 month calendar and click the "Reload tab" button: (at the top) 
8. And finally, it now shows that paydays are set to your selected number of days after the pay period ends. 

And that's it! That's all you need to do to set a pay batch's number of days between its end of a pay period date and payment date! 

"How do I bridge from one type of schedule to another?" 

To bridge from one type of schedule to another: 

1. First, select the pay batch on: Menu > Pay batches 
2. Then click: Settings > Pay batch settings 
3. Then beside Payday due click the list button:  
4. Then open your current schedule, and take a note of what the current schedule is. 
5. Scroll down to Schedule ends on and set the last date for pay. 
6. Then click: Save 
7. If you go to 12 month calendar, it now shows the bi-weekly schedule stops as expected. You can see in April that there's no more pay days in blue. 

1. Now go back to the Pay batch settings and click the list button:  
2. Then click: New schedule 
3. You've now opened the new schedule. Next, set how often this new schedule recurs. 
4. After that, set the Schedule starts on date. 
5. Then click: Save 
6. And finally, if you go to 12 month calendar, it now shows monthly starts as expected, but there's a six day gap between them. 

To bridge a gap between two schedules: 

1. First, go back to the Pay batch settings and click the list button:  
2. Then click: New schedule 
3. Once it's open, set the Pay period recurs to: Once only 
4. Then scroll down and click: Schedule starts on 
5. It automatically suggests the recommended start date. Select the suggestion and do the same thing for: Schedule ends on 
6. You've now set the start and end dates to bridge this six day gap. 
7. Then click: Save 
8. And finally, if you go back to the 12 month calendar, it now shows that every working day is now covered with a schedule. 

And that's it! That's all you need to do to bridge schedules! 

"How do I delete a schedule?" 

A schedule without paid paystubs won't need to be deleted, since you can change the schedule's settings as much as you like. 

Once the schedule's got paid paystubs, a "Schedule locked" message shows, and its settings can't be changed anymore. In this case, to change payday settings, you'll probably want to bridge over to another schedule. 

To learn more: 

• About bridging schedules, watch the video on: Bridging from one pay schedule to another 

Also, you can't delete the schedule that's currently in use for today's date. You also can't delete a schedule if it's the last remaining schedule in the pay batch. 

In reality, it's rare that you'd ever need to delete a schedule. 

To delete a schedule: 

1. First, select the schedule's pay batch on: Menu > Pay batches 
2. Then click: Settings > Pay batch settings 
3. Then beside Payday due click the list button:  
4. Then click the schedule you want to delete. 

1. Once it's open, click: More > Delete 
2. And finally, click: Yes ... delete "Schedule" 

And that's it! That's everything you need to know about deleting a schedule!